Client Relations Support Role - Client Contact Team
Your new company
Our purpose is to transform financial services and create better outcomes for clients and their advisers. It is this purpose that drives everything we do and differentiates us. We know it's not just about what we do but how we do it. How we interact is guided entirely by our four values - authentic, accountable, energetic and inspiring.
Your new role
This client relations support role sits within a smaller internal team of three, our client contact team. The best thing about this role is the integral part you'll play in providing an exceptional service to our direct clients. We'll be relying on you to speak to and liaise with clients regarding crystallising their pension benefits, trading, instructing withdrawals and all other general enquiries about their accounts
What you'll need to succeed
Your friends would probably describe you as 'the responsible one'. This is an important role as you will continually drive improvements and service delivery for the platform. You will work well as part of a team and take a great deal of pride in providing exceptional customer service. You love to work with smart people and hate mediocrity; you know there is almost always a better way of doing things even if it's can't be delivered immediately. Smaller teams, a flat structure, constantly learning, being challenged, having your own chunk of responsibility and being trusted to make it happen describe in a nutshell the environment you really thrive in. You want to be part of a collaborative culture where you feel empowered but always know you'll never be left alone. We have always placed more importance on culture fit above technical ability but we'd really like you to have: * Previous experience providing exceptional customer service.
* Brilliant organisational skills with the ability to prioritise effectively.
* Possibly spent some time in a larger financial services company and realised it's not your calling after all.
* Be aware and have a good understanding of financial products, legislation and procedures. This includes money laundering, compliance and TCF principles.
* We need you to be completely comfortable representing our culture and values so it'd be ideal if you're confident in using excel and are a natural communicator and collaborator.
What you'll get in return
It's a fast paced, challenging and always changing environment but one where we believe you will get the chance to fulfil your potential and do work that matters. All while being an important addition to a close-knit team you'll feel a part of right from the start.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.